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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,965 | $62,583-74.5% | $76,767-79.2% | $64,173-75.1% |
| Participation rate | 63.8% | 72.8%-9.0pp | 77.0%-13.1pp | 69.6%-5.7pp |
| Annual return | 1.67% | -1.95%+3.6pp | 2.43%-0.8pp | 7.63%-6.0pp |
| Employer contribution / active EE | $500 | $1,832-72.7% | $2,485-79.9% | $2,381-79.0% |
| Participant deferral / active EE | $2,572 | $3,145-18.2% | $3,852-33.2% | $3,470-25.9% |
| Admin fee / account holder | $156 | $4,667-96.7% | $6,675-97.7% | $4,887-96.8% |